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UBS O'Connor’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

UBS O'Connor’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-60,000
Closed -$3.5M – 646
2020
Q3 		$3.5M Buy
+60,000
New +$3.39M 0.09% 139
2017
Q1 		– Sell
-875,980
Closed -$21.2M – 493
2016
Q4 		$21.2M Buy
+875,980
New +$20.9M 0.41% 67

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS O'Connor's XLK Position: Q4 2020 in Review

UBS O'Connor sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2020, closing a stake of 60,000 shares — an estimated $3.5M sold.

UBS O'Connor first reported a position in XLK in Q4 2016 and held it in 2 quarters. The position peaked at $21.2M in Q4 2016. 1,362 funds tracked by Wall St. Rank hold XLK as of Q4 2020.

  • UBS O'Connor reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
  • UBS O'Connor sold 60,000 State Street Technology Select Sector SPDR ETF shares in Q4 2020, an estimated $3.5M.
  • UBS O'Connor first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and held it in 2 quarters.
  • UBS O'Connor's State Street Technology Select Sector SPDR ETF position peaked at $21.2M in Q4 2016.
  • 1,362 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2020.

Based on UBS O'Connor's 13F filing for Q4 2020, filed 17 Feb 2021.